Oracle Earnings Preview: Will "Ground Zero" Of The AI Quake Stabilize

As if the Fed decision wasn't enough market drama (followed next week by a carry trade-busting rate hike by the BOJ), today after the close we also get earnings from Oracle which has emerged as ground zero of the AI capex bust and the weakest link in the entire AI ecosystem.

The stock which tumbled 40% from its Sept 22 all time high of $328 to below $200 in late November when the market was spooked by the surge in its CDS as traders finally realized what ZH readers had known for a long time, namely that much - and in the case of ORCL all - of the AI capex buildout will come from debt...